Business Insurance Account Mgr

Insurance Account Servicing Specialist

Responsibilities include but are not limited to:

• Responsible for the servicing of a book of Business Insurance clients as assigned by Department Leader.
• Responsible for analysis of policy terms and conditions, preparing detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients.
• Responsible for renewing assigned policies to ensure they are issued in accordance with prescribed procedures, workflows and state departments of insurance. This includes detailed documentation in Applied EPIC management system.
• Collaborate and support Producer and/or Account Executive on clients servicing needs, gathering of underwriting documentation and providing sales support.
• May be primarily responsible for developing and maintaining relationships with assigned clients, in absence of an insurance producer and/or Account Executive.
• Handling of client billings, policy changes, cancellations, and coverage inquiries.
• Reviews policies to ensure accuracy, order correcting endorsements if needed, to avoid and eliminate potential errors and omissions.
• Maintain proper level of communication with clients and carriers to drive retention and meet servicing timelines.

Required Skills:

• Strong insurance technical skills -- must have knowledge of commercial property and casualty coverages, policy forms and the insurance industry marketplace.
• Strong attention to detail and organizational skills to properly manage a book of Business Insurance accounts.
• Strong communication skills -- directly works with VIS Departments, Producers, clients, insurance carrier and wholesale partners.
• Proficiency with Microsoft Office and electronic agency management systems, Applied EPIC, CSR24, INDIO preferred.

Required Experience:

• High School Diploma or GED and a minimum of 5 years demonstrated knowledge of Property - Casualty Insurance.
• Agents or brokers' license for assigned markets/states.

Preferred Experience:

• Bachelor's degree.
• Additional insurance designations (ie CIC, CPCU)